Sunflower Wealth Advisors LLC

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Assets, Funds, Holdings

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Sunflower Wealth Advisors LLC
CRD #269963
SEC #801-106482
CIK #
AUM 812.8 M (2026-03-27)
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone844-882-0193
Address3025 Cortland Circle
Salina, KS 67401
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
120096072048024002010201520212027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
Item 5 – Fees and Compensation

Sunflower Wealth will negotiate and charge fees based on the scope of services and the risk
assumed. These fees will be charged monthly in arrears and will be billed directly to the
client.

Fees for asset management are separate from other expenses which may be incurred by the
client including estate planning fees, legal fees, tax preparation fees, custodial fees, etc.

Sunflower Wealth may also charge separate hourly fees for administrative functions, but
such rates will be negotiated with the client in advance on a case by case basis.

Asset Management and Reporting
Sunflower Wealth’s asset based fees are negotiated as a flat percentage of recurring
income. The fees will be charged monthly in arrears based on the agreed method. Partial
months will be prorated.

The fees will be billed directly to the client. Upon termination, clients will be refunded any
unearned fees on a prorated basis according to the terms of the client agreement.

Fees for asset management and reporting are separate from other expenses which may be
incurred by the client including trading costs, outside management fees, mutual fund
operating expenses, custodial fees, etc.
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
Item 7 – Types of Clients

Sunflower Wealth offers its services to other registered investment advisors and to banks
with trust powers or other trust organizations.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 1 812.8
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 812.8
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1 812.8
Total 1 812.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 812.8
Total 1 812.8
Firm Profile (Form ADV)
ServesInstitutional
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